Financial Education Center and Resources

At Bank Five Nine, we are here to help make lives better by sharing clear, practical financial education you can use every day. Explore the topics below to strengthen your financial foundation, build resilience for the unexpected, manage debt with confidence, and plan for the future you are working toward.

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Building Financial Capability

Building Financial Capability

Build the skills and confidence to manage your money and protect what you have worked hard for. Learn practical steps to keep your identity and financial information safe.

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Building Financial Resilience

Building Financial Resilience

Prepare for the unexpected with strategies that help you recover from financial challenges. Learn how to build a safety net that can support you through life’s changes.

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Building My Emergency Savings Pathway

Building My Emergency Savings Pathway

Build an emergency fund with clear, step-by-step guidance. Learn how to set a savings goal, calculate what you need, and grow your fund over time.

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Checking For Financial Success

Checking For Financial Success

Build strong day-to-day money habits by understanding how your checking account works. Learn how to track spending, avoid common fees, and manage your account with confidence.

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Creating My Budget Pathway

Creating My Budget Pathway

Take control of your cash flow by matching your income to a clear spending plan. Build a realistic monthly budget that balances needs, wants, and savings goals.

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Financial Caregiving

Financial Caregiving

Manage the financial responsibilities that come with supporting a loved one or aging family member. Learn how to recognize and help prevent elder financial exploitation to keep them protected.

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Financial Foundations

Financial Foundations

Strengthen your financial foundation by learning the basics that support smart money decisions. Explore core account options and simple habits that help keep your money secure and within reach.

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Financing Higher Education

Financing Higher Education

Learn ways to pay for higher education while protecting your family’s bigger financial picture. Explore financial aid, loans, and savings options to help manage costs and limit future debt.

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Healthcare Finances

Healthcare Finances

Understand the dollars and details behind healthcare so you can make informed coverage choices. Learn how insurance works and how to plan for medical costs.

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Investing in Your Future

Investing in Your Future

Explore investment approaches that support your long-term goals. Learn how tools like 529 plans can help you save for education and plan ahead for your family.

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Investor Education

Investor Education

Learn the core building blocks of investing so you can make informed decisions over time. Understand asset classes, risk, and diversification as you build an investment plan.

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Lowering My Debt Pathway

Lowering My Debt Pathway

Create a clear plan to pay down debt and reduce financial pressure. Learn proven approaches, including the avalanche method, to lower interest costs and make steady progress.

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Owning a Home

Owning a Home

Understand the financial side of homeownership and how home equity fits into long-term plans. Explore options such as reverse mortgages and the key factors to consider.

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Preparing for Homeownership Pathway

Preparing for Homeownership Pathway

Get ready for homeownership with a step-by-step guide to the process. Learn how to strengthen credit, save for a down payment, and prepare for mortgage pre-approval.

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Preparing for Retirement

Preparing for Retirement

Plan ahead by understanding the building blocks of retirement income. Learn how to set goals, make the most of workplace plans like 401(k)s, and prepare for life after work.

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Starting My Business Pathway

Starting My Business Pathway

Turn your business idea into a plan with clear, guided steps. Learn how to build a business plan that supports funding conversations and sets direction for growth.

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Watch and Learn

In addition to these great modules, we also offer video demos of our products and services including Mobile Wallet (Apple Pay & Google Pay), CardValet and Mobile Banking, to name a few. Check it out for more information!
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